When clients cope with death, divorce, retirement, empty nest, or other life transition, your in-office actions determine whether they stay with you.
Understand the unique issues that your clients face, the best ways to talk with them in the office, and how to handle their emotions. Find out how to handle a crying client and whether the stages of grief are applicable.
Gain skills to deal with irrational fears, bring humor into meetings, and help clients make wise decisions in the midst of loss.
Get practical, proven strategies that you can implement immediately.
Have you been taught what to say at the services after a client or client’s family member dies?
Or do you feel awkward, pick up what everyone else does, and perpetuate the mistakes? Turn your dread into confidence.
Learn to avoid six commonly used phrases that can alienate clients and what your clients wish you would say instead. Learn the most effective ways to write condolence cards, whether to send flowers, and the best protocols for follow-up in the first year.
Make a positive difference at a very difficult time, and gain clients for life.
Before a client’s physical or cognitive abilities begin to fail, it is imperative that you have procedures in place to protect them and your firm.
Equip yourself to fully explain the documents that all clients need in order to stay in control while they live and pass on a financial and non-financial legacy when they die.
Find out how these documents can connect you to the next generation in positive ways.
Learn the difference between Alzheimer’s and dementia, and how to recognize signs of diminished capacity.
Finally, develop standard office protocols to implement when clients seem to be diminishing.
Guide clients through all stages of life, so you serve them and the next generation.
When your clients receive a terminal diagnosis (as 70% will), do you know what to say in the office and how to facilitate necessary decisions?
Be equipped to bring family members into the process to prevent later problems, distinguish yourself in the field, and promote intergenerational loyalty.
Understand four things people need to give and receive before a death occurs.
Gain practical tips for handling the needs and issues of seriously ill people. Be a resource helping clients live as fully as possible until they take their last breath.
Times of transition, especially death and divorce, send women in motion, looking for an advisor who understands not just their finances but their lives.
Once they find one, they are intensely loyal and also provide a wealth of referrals.
Learn which commonly-used phrases to avoid after death or divorce and what to say instead, how to manage a woman’s greatest fears, questions to ask and images to use, how to handle the widow who can’t decide without her husband, and more.
Come away with practical, tested, and actionable steps you can put into practice today to attract, retain, and better serve women in times of transition and loss.
With exceptional grace, good-natured humor, and rock-solid science, Amy Florian teaches people how to support their friends and family in times of grief, loss, and transition.
Sometimes the losses are devastating—death, divorce, dementia, terminal illness. Other times the grief is triggered by job loss or promotion, the many transitions of aging, the empty nest—the list goes on. Yet few of us, no matter how much we want to help, know what to do or say to support others or ease the pain.
Rather than perpetuate the mistakes that are so common in our society, learn to confidently and effectively be there for your parents, children, siblings, or friends when they are going through tough times in life.
Come learn about grief and loss. Understand the triggers of grief and what is normal. Then gain practical strategies and words that are truly comforting so you can support those you care about to help them heal and be joyful again.
With dignity and grace. That’s how we all say we want the final years of our precious lives to unfold.
Yet many families are weighed down by the issues of aging members, or suffer anguish and guilt when they must make tough decisions. Many of us do not retain control over how we wish to be treated as we age. Very wise people don’t pass along their wisdom and life lessons to descendants. It doesn’t have to be this way.
This informative seminar teaches about the range of documents you, parents, and loved ones need to have in place before there is any kind of issue, including several that are important but not widely understood. Spare your loved ones the burden of making difficult decisions without knowing what you want.
Explore ways to pass on your wisdom and create a legacy that involves more than money. Prepare to live as fully as possibly until you take your last breath.
Most people would prefer to age with a healthy mind in a failing body rather than a failing mind in a healthy body.
Yet we are not given that choice. Instead, the number of people living with dementia is increasing exponentially.
More than 10% of people over 65 have Alzheimer’s disease, and almost half of those 85 and over. This surge will continue for years to come. It is important to get educated now, for yourself and for those you love.
Hear about the latest research on prevention. Find out the difference between dementia and Alzheimer’s disease.
Learn the signs to watch for and available treatments. Become equipped to take essential steps ahead of time to protect yourself and your loved ones, and to help ensure they remain in as much control as possible.
